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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGA
476
Cambridge Financial Group (Arizona)
Arizona
$275K +$237 +6 +0.1%
WDL
477
Well Done LLC
Michigan
$274K +$119 +3 +0%
IF
478
Intrua Financial
Texas
$274K – – –
BW
479
Bison Wealth
Georgia
$271K – – –
HH
480
HWG Holdings
Texas
$270K +$272K +6,874 New
WWM
481
Whalen Wealth Management
Nevada
$268K +$1.23K +31 +0.5%
LFG
482
Lockerman Financial Group
California
$268K – – –
GWM
483
GSB Wealth Management
Connecticut
$267K -$7.56K -191 -3%
LFP
484
Leeward Financial Partners
Washington
$267K – – –
MCA
485
Maryland Capital Advisors
Maryland
$264K – – –
OC
486
Oakworth Capital
Alabama
$262K +$10.6K +269 +4%
WW
487
Waterfront Wealth
Kansas
$261K – – –
FMWA
488
Forvis Mazars Wealth Advisors
Missouri
$261K -$2.18K -55 -0.8%
HPA
489
High Probability Advisors
New York
$261K – – –
M
490
MOTCO
Texas
$255K – – –
WTA
491
Washington Trust Advisors
Massachusetts
$254K – – –
BMCM
492
Bryn Mawr Capital Management
Pennsylvania
$248K – – –
RWM
493
RKL Wealth Management
Pennsylvania
$247K – – –
OWM
494
Orgel Wealth Management
Wisconsin
$247K – – –
BRWA
495
B. Riley Wealth Advisors
Florida
$247K +$249K +6,281 New
CAG
496
Csenge Advisory Group
Florida
$246K – – –
SPWG
497
Syntegra Private Wealth Group
Missouri
$246K +$198 +5 +0.1%
WCM
498
Wealthcare Capital Management
Virginia
$241K -$73.8K -1,864 -23%
LIM
499
Leavell Investment Management
Alabama
$240K -$25.4K -641 -9%
BOC
500
Bull Oak Capital
California
$239K -$9.69K -245 -4%